To get your organization set up, see the instructions “To Access Your Organization’s Account through MyBA.” It may take some time to collect the necessary information and familiarize yourself with MyBA, particularly if you haven’t used CRA login services in the past.

If your organization has a June 30 Information Return (T3010) filing deadline and you’re not already set up with MyBA, it may be best to file your return according to your usual practice and procedure (e.g. paper). Then you can take your time transitioning to electronic reporting for next year.

The online instructions indicate, and a number of CCCC Members have confirmed, that this process may require the charity’s representative to provide personal information to CRA, such as a Social Insurance Number. This is the method CRA has chosen and will need to be followed. We understand CRA will apply the same privacy protocols to protect this personal information as it does in all other interactions with taxpayers.

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Noteworthy is provided for general information purposes and does not constitute legal or professional advice. Every organization’s circumstances are unique. Before acting on the basis of information contained in this blog, readers should consult with a qualified lawyer for advice specific to their situation.